SVA Plumb Trust Company is pleased to announce that the company is profiled in The Wealth Advisor’s 2019 guide of America’s Best Trust Companies for Wealthy Families.
The biggest threats to wealthy families are death, disability, and divorce. Each of those concerns are best handled by a trust. And determining which trust company to use can be a daunting decision. The 63-page free guide explains everything wealthy families need to know about trust services, what additional trust services are available, and who’s recommended.
Also included in the guide is information regarding the biggest mistake wealthy families make when choosing a trust company, what recent changes in trust laws and trends mean for asset protection, how to legally minimize taxes and liability through strategic trust partnerships, and how to choose the right company for long-term needs (and avoid the pain of switching later).
To download a free copy of America’s Best Trust Companies for Wealthy Families 2019, visit https://lp.thewealthadvisor.com/WFTC-2019_WFTC_2019_Request_LP.html